FAM
Fulcrum Asset Management Portfolio holdings
AUM
$130M
1 Year Est. Return
–
AUM
$130M
AUM Growth
–
Holding
209
Top Buys
| 1 | +$15M | |
| 2 | +$11.5M | |
| 3 | +$6.78M | |
| 4 |
Broadcom
AVGO
|
+$6.55M |
| 5 |
JPMorgan Chase
JPM
|
+$4.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 37.16% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 9.31% |
| 4 | Industrials | 7.9% |
| 5 | Consumer Discretionary | 7.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Airbnb
ABNB
$77.1B
| – | – |
0
|
|
||
102
Abbott
ABT
$224B
| – | – |
0
|
|
||
103
Akamai
AKAM
$10.4B
| – | – |
0
|
|
||
104
Allstate
ALL
$51.6B
| – | – |
0
|
|
||
105
Antero Midstream
AM
$8.64B
| – | – |
0
|
|
||
106
Amgen
AMGN
$161B
| – | – |
0
|
|
||
107
Apollo Global Management
APO
$69.4B
| – | – |
0
|
|
||
108
Grupo Aeroportuario del Sureste
ASR
$9.12B
| – | – |
0
|
|
||
109
American Express
AXP
$239B
| – | – |
0
|
|
||
110
AutoZone
AZO
$67.2B
| – | – |
0
|
|
||
111
BHP
BHP
$141B
| – | – |
0
|
|
||
112
Blackrock
BLK
$180B
| – | – |
0
|
|
||
113
Scotiabank
BNS
$79.2B
| – | – |
0
|
|
||
114
BellRing Brands
BRBR
$4.16B
| – | – |
0
|
|
||
115
Blackstone
BX
$122B
| – | – |
0
|
|
||
116
Citigroup
C
$174B
| – | – |
0
|
|
||
117
Cardinal Health
CAH
$37.2B
| – | – |
0
|
|
||
118
Carrier Global
CARR
$47.8B
| – | – |
0
|
|
||
119
Cameco
CCJ
$37.7B
| – | – |
0
|
|
||
120
Cadence Design Systems
CDNS
$88.9B
| – | – |
0
|
|
||
121
Celsius Holdings
CELH
$16.7B
| – | – |
0
|
|
||
122
Colgate-Palmolive
CL
$63.9B
| – | – |
0
|
|
||
123
Comcast
CMCSA
$109B
| – | – |
0
|
|
||
124
CME Group
CME
$96.6B
| – | – |
0
|
|
||
125
Canadian National Railway
CNI
$59.7B
| – | – |
0
|
|